INFORMATION TECHNOLOGY ALLIANCE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

GENI WHITEHOUSE

Phone

4805152003

Tax Period

2024-09-01 to 2025-08-31

INFORMATION TECHNOLOGY ALLIANCE, founded in 1966, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE INFORMATION TECHNOLOGY ALLIANCE (ITA) IS TO PROVIDE A COLLABORATIVE ENVIRONMENT IN WHICH LEADING CONSULTING AND ACCOUNTING TECHNOLOGY PROFESSIONALS SHARE INFORMATION AND BUILD RELATIONSHIPS THAT SIGNIFICANTLY ENHANCE THE WAY THEY AND THEIR CLIENTS DO BUSINESS.

Program Service Accomplishments

Program 1

TO EXCHANGE AND DISSEMINATE INFORMATION AMONG THE MEMBERS ABOUT INFORMATION PROCESSING AND MANAGEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,763,891

Investment Income $1,285

Other Revenue $38,986

TOTAL REVENUE $1,804,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,790,404

TOTAL EXPENSES $1,790,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,804,162	$1,598,855	+0.1%
Expenses	$1,790,404	$1,460,045	+0.2%
Net Income	$13,758	$138,810	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

150

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$312,000

Total Directors

$150,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENI WHITEHOUSE	PRESIDENT	30.00	Officer Director	$150,000	$0	$150,000
DARCY BOERIO	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN FLEISCHER	CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN TERRELL	TREASURER	2.00	Officer Director	$0	$0	$0
WALT GOODFIELD	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
IRFAN DOSSANI	BOARD MEMBER	2.00	Director	$0	$0	$0
KANE POLAKOFF	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL PYNCH	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTI WHIPPLE	BOARD MEMBER	2.00	Director	$0	$0	$0
LISSA JOHNSEN	VICE PRESIDENT	45.00	Officer	$162,000	$0	$162,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,804,162	$1,790,404	$532,328	$13,758
2024	$1,598,855	$1,460,045	$518,570	$138,810
2023	$1,355,104	$1,430,211	$379,760	$-75,107
2022	$819,469	$1,048,266	$454,867	$-228,797
2021	$756,007	$580,100	$683,664	$175,907
2020	$883,439	$754,450	$507,757	$128,989
2019	$1,092,758	$1,101,303	$378,768	$-8,545